Friday Mar 01, 2013

Webcenter Content (UCM) BPM Integration

This blogs walks through the configurations required in Web Center Content and BPM to invoke a process deployed on the SOA server from the content server workflows. This is a common use case where a BPM or BPEL process has to be invoked from UCM based on an event like document check in.

  1. Prepare the UCM environment for integration with SOA.

This step is only required when the UCM and SOA domains were created separately and the UCM domain is not extended for SOA.

a. Copy the “soa” folder from SOA_ORACLE_HOME to UCM_ORACLE_HOME

For example: Copy D:\Oracle\Middleware\Oracle_SOA1\soa to D:\Oracle\Middleware\Oracle_UCM1\soa

b. Update the class path in setDomainEnv on the UCM server

Windows:

Edit setDomainEnv.cmd in %DOMAIN_HOME%\bin

Add :  set POST_CLASSPATH=%ORACLE_HOME%\soa\modules\oracle.soa.mgmt_11.1.1\soa-infra-mgmt.jar;%POST_CLASSPATH%

UNIX

Edit SetDomainEnv.sh in $DOMAIN_HOME/bin

Add: POST_CLASSPATH="${ORACLE_HOME}/soa/modules/oracle.soa.mgmt_11.1.1/soa-infra-mgmt.jar${CLASSPATHSEP}${POST_CLASSPATH}"

c. Enable Cross Domain Security

Perform the following steps in both UCM and SOA console

1. Login to the Weblogic server console (http://localhost:7001/console/)

2. Select the domain name under Domain Structure. Navigate to the Security Tab

3. Check “Cross Domain Security Enabled”

4. Enter the same credential for both UCM and SOA

d. Restart the servers

2. Enable UCM-BPEL Integration Component

a. Login to content server, navigate to the Admin Server

b. Select component manager for the server on which the component needs to be installed

c. Click on “Advanced Component Manager” and enable the BPELIntegrationComponent

d. Login to the Weblogic Administration console of UCM. Navigate to servers, select the UCM server and click Restart SSL.

3. Configure connection to SOA server

a. Navigate to Administration -> Oracle BPEL Administration -> Connection Configuration

b. From the “Connection Menu” select Add connection

Enter the following credentials

Note: The Provider URL contains the SOA server’s hostname and port. You can test this be running the wlst script in the SOA server and connect to t3://servername:[port]

c. Test the connection. If successful you should see the following screen. Revisit   steps 1 – 3 if there is an error.

4. Process Configuration

a. Navigate to Administration -> Oracle BPEL Administration -> Process Configuration

b. From the process menu select “Add Process”

c. Select the BPM/BPEL process from the drop down

d. Click Save

e. Go to Actions “Upload Payload”

Map the process input fields to the Metadata fields in UCM

   5. Update the SOA composite to enable UCM integration

a. Add the following line to Composite.xml in the SOA/BPM project as shown

<binding.adf serviceName="YourUniqueServiceName" registryName=""/>

 

       6. Configure Workflow in UCM

a. Login to content server

b. Navigate to Administration -> Admin Applets

c. Launch the Workflow Admin Applet

d. Add a new Workflow criteria

 

e. Click on edit criteria workflow. The following screen is where the event trigger condition is set. In this case the workflow will be triggered for Document Type that matches “Document”

f. Edit initiateprocess

              g. Add the users that have access to the workflow and document check in for which the workflow is triggered

h. Add the following lines under Exit conditions

wfGet("conversationId") and 
obIsInstanceClosed("BPEL", wfGet("conversationId"))

 

i. On Events tab click Edit for Entry. Add the line <$wfReleaseDocument()$> before <$endif$> to automatically approve the document. If you do not add this step the document state will be “Pending” and the user has to manually go to Content Management -> Active Workflows -> My Workflow Assignments to approve the document.

<$if not conversationId$>
<$obConfigID="BPEL"$>
<$obInvokeProcess(obConfigID)$>
<$endif$>

7. Login as sysadmin ( the user from step 6) Check in a document of Type Document trigger               condition in step 6) and verify if the BPM/BPEL process is instantiated.

Trouble shooting

  1. Cross domain security – If the cross domain security is configured incorrectly you will see the following error:
vax.xml.ws.WebServiceException: java.lang.SecurityException: [Security:090398]Invalid Subject: principals=[weblogic, Administrators]
  at com.sun.xml.ws.client.dispatch.DispatchImpl.doInvoke(DispatchImpl.java:209)
  1. Enabling UCM System Audit to trace BPEL Integration related errors

Navigate to Administration->System Audit Information and add the BPEL integration component under “Tracing Sections Information”. Update and click “View Server Output” to view the detailed logs.

3. Complex Types as BPEL/BPM process input. With the current release of Webcenter Content (11.1.1.6) UCM does not process the complex type as the process input and the “Update Payload” action will give and error. The work around is to use a simple type as input.

Reference

http://docs.oracle.com/cd/E21764_01/doc.1111/e16759/toc.htm

Custom TaskList Portlet in Oracle BPM 11g

Introduction:

Oracle BPM 11g suite provides the BPM Workspace for end users to view and act upon tasks that are assigned to them. The various User Interfaces available for end users are:

  • The BPM Workspace Application
  • TaskList Portlet in WebCenter Spaces

Customers may need a task list portal as a part of their enterprise application with the tasks displayed in a format that is most appropriate to the business. A Custom Worklist Portlet can be built and consumed from other applications. This article describes solution that uses the Human Task Java APIs to query the BPM engine, Oracle ADF to build the custom portlet and Webcenter spaces to consume the portlet.

The benefit of this approach is that the business can continue to use the enterprise portal to complete the tasks assigned to them in a way that is most suited to the business.

The following sections describe how to build a custom Task List portlet that that can be consumed from Webcenter spaces.

1. Developing an ADF Project to display tasks, details, actions

2. BPM Authentication and Identity Propagation

3. Portletizing the ADF Application

4. Consuming the WSRP in Web Center

1. Developing an ADF Project to display tasks, details, actions

  Create an ADF Application in Jdeveloper with a Java Class in the View Controller project   to query the tasks from the BPM Engine.

a. Connect to the BPM Engine

  BPM Provides the Work List APIs to query and Act upon tasks. The Task services can be  accessed through SOAP connections.

Map properties = new HashMap<CONNECTION_PROPERTY, String>();

properties.put(CONNECTION_PROPERTY.SOAP_END_POINT_ROOT, wsurl);

// SOA server URL, http://[Server Name]:Port"

properties.put(CONNECTION_PROPERTY.SECURITY_POLICY_URI,

"oracle/wss10_saml_token_client_policy");

properties.put(CONNECTION_PROPERTY.MANAGEMENT_POLICY_URI,

"oracle/log_policy");

wfSvcClient =

WorkflowServiceClientFactory.getWorkflowServiceClient(WorkflowServiceClientFactory.SOAP_CLIENT,

properties,

null);

b. Initialize the task attributes to be queried

List queryColumns = new ArrayList();

queryColumns.add("TASKID");

queryColumns.add("TASKNUMBER");

queryColumns.add("TITLE");

queryColumns.add("OUTCOME");

queryColumns.add("STATE");

queryColumns.add("UPDATEDDATE");

queryColumns.add("UPDATEDBY");

queryColumns.add("CATEGORY");

queryColumns.add("HASSUBTASK");

c. Execute the query

querySvc.queryTasks(ctx, queryColumns, optionalInfo, ITaskQueryService.AssignmentFilter.MY_AND_GROUP,null, null,null, 0);

      d. Retrieve the task result set

for (int i = 0; i < tasks.size(); i++) {

Task task = (Task)tasks.get(i);

int taskNumber = task.getSystemAttributes().getTaskNumber();

String title = task.getTitle();

String taskId = task.getSystemAttributes().getTaskId();

String outcome = task.getSystemAttributes().getOutcome();

String state = task.getSystemAttributes().getState();

}

Right Click on the Java Class and create an ADF Data control. Drag and drop the data control on the JSPX to create the task list table.

2. BPM Authentication and Identity Propagation

Identity propagation provides a mechanism to propagate the user token (in this scenario we use the SAML token) when the user logs in to the BPM web service. This method does not required usernames and passwords to be sent as clear text in the code. The SAML token is created when the user logs in for the first time. The SAML token is passed to the BPM webservice to query tasks related to that user.

The following properties can be set for identity propagation:

properties.put(CONNECTION_PROPERTY.SECURITY_POLICY_URI, "oracle/wss10_saml_token_client_policy");

properties.put(CONNECTION_PROPERTY.SOAP_IDENTITY_PROPAGATION , "saml");

3. Portletizing the ADF Application

Portletizing the ADF application creates an Oracle JSF Portlet bridge that exposes the application as a JSR 286 portlet that can be consumed by other applications.

a. Right click on the jspx in the Application Navigator and click Create Portlet entry.

    b. Deploy the Portlet to the WC_Portlet Server

    c. Attaching a policy to the Portlet prodcucer end point

Login to the Enterprise Manager Console, expand Application Deployments. Right click on   the deployed application and select Web services. Select WSRP_V2_Markup_Service from the list of Web Services.

Click Attach/Detach in the policies tab

Select oracle/wss10_saml_token_service_policy and click Attach

Click OK to save the changes

4. Consuming the WSRP in Web Center

a. Registering the Portlet

Login to the Web Center Spaces Server EM Console

Expand Service WebCenter Spaces, right click webcenter and select Settings->Service Configuration


Select Portlet producers -> Add

Enter the following details, test and click OK

b. Consuming the portlet

Add the Portlet in the Webcenter spaces page

Tuesday Mar 13, 2012

BPM 101 Series: Collaborative Process Modeling using MDS, Composer and Jdev

MDS is the metadata repository used by many pieces of the Oracle Fusion Middleware product stack.  There are times when you can combine MDS repositories but for the most part these repositories exist to support their individual pieces of the stack.  In the context of BPM the MDS repository is used as a means to share project artifacts and attributes between the web based composer environmnet and jdeveloper.  Jdeveloper is geared towards the developer while Composer is geared towards process analysts and business users.  It should be stated that the statement of direction for Composer is to grow  the functionality and include much more in terms of functionality and satisfaction of use cases.


That brings us to our need to share between the composer and jdeveloper environments.  a generic slide that has been referenced often is the ability to continuously develop and refine the process models using collabortion between business owners, process analysts, developers and other stakeholders.

social bpm

Using the Composer Space within Webcenter Spaces is one way to collaborate around process models and can include various stakeholders to the process.  The use case referenced here is the sharing of composer models between the web based composer application and jdeveloper.  From within Jdev you can create a connection to MDS and use that connection to push and pull versions of the process model that may get implemented in Jdev.  A simple use case could involve the first cut of a process model that now needs to have a simulation run on it from within Jdev.  A developer would need to create a connection to the MDS repository and pull down the process models and then create simulation artifacts and run simulation against that candidate process model. 

The two main connection resources that need to be created in Jdev are the application server connection and the actual MDS database connection.  Once you wrap the MDS db connection with an mds resource configuration piece you can easily pull down existing projects and snapshots to the local Jdev environment.

       mds db connection
+     mds resource configuration
+     application server configuraton
= ------------------------------------------
      mds_resource_pallette_connection

Below are the steps to create an MDS connection:

1. Select to view the MDS Navigator by clicking on View > MDS Navigator.

2. Click on the 'Configure Connection' icon.


3.  Click on the add symbol to create a new MDS Connection 

4. Specify a name for the new connection and click on the plus sign if you are not yet connected to your WLS application server instance.

5.  Specify a name for your app server connection.

6. Specify the username/password for the WLS server.  In a dev environment this should probably be an administrator on the WLS server. Click next.

7.  Enter your hostname, port and domain name.  Click next.

8. Test your connection. Click next after receiving 'success' for all 9 tests.

9. Click 'Finish'

10.  You are returned to the 'New BPM MDS Connection' panel.  Click the 'add' symbol in the 'SOA MDS' location.

11. A new panel opens.  Name your SOA mds connection and click on the 'add' symbol in the DB Connection section.

12. A new panel opens to create a database connection to your DB instance hosting the MDS schema.  Input connection information and click 'Test' to test the connection.  Once complete click 'Ok'.

13. The new connection should now show up on the 'Create SOA-MDS Connection' panel.  The obpm partition should also show up automatically in the 'Select MDS partition' section.  Test the connection by clicking the 'Test Connection' button. Click 'Ok'.

14. You should now see your create connection name, application server and soa MDS connection name showing in your original BPM MDS Connection panel.  Click the 'Test' button.  Upon success click 'Ok'.

15. Click 'Ok' on your original 'Configure Connection' panel. 

16. Congratulations! You now have Composer projects that you can 'check out', 'export' or otherwise interact with.

Our next BPM 101 series article will go into the use case scenarios for securing and sharing BPM Composer projects between Business Analysts and Developers.




Thursday Feb 09, 2012

Writing Human Task User Interfaces in .Net

This post explores how to use the Human Workflow Services to write a Human Task User Interface using ASP.NET/C# and fully integrate it into the BPM Workspace application.

READ MORE >>

Thursday Dec 08, 2011

Source Code Control (SVN) and Team Development with ALBPM and OBPM 10g

Source code control is essential to managing the life-cycle of an application. Plus, it facilitates a predictable deployment practice. This document discusses how to use the SVN code repository to manage ALBPM and OBPM 10g projects. This document concludes with a suggested procedure for allowing development teams to submit their changes to a source code repository, which can then be deployed by system administrators to the BPM engines.

Several BPM consultants have provided input to this document. And, it represents a compilation of their experiences.


[Read More]

Thursday Dec 01, 2011

Welcome to the BPM in practice blog!

Hello and welcome to this space on Oracle blogs dedicated to practical implementation of Oracle's BPM Suite and surrounding technologies.  This space is designed to host dozens of guest bloggers from the ranks of Oracle engineers, field solutions consultants, architects and general developers.  The goal is to disseminate practical guidelines and examples from actual implementations or proof of concept exercises.  Our hope is that it not only promotes greater use but better and more defined use of Oracle's BPM Suite by those who have engaged it's powerful capabilities.

As best practices, design patterns and common use cases emerge or are refined they will be discussed in detail here for the good of the BPM community.  Technical deep dives and short hands-on lab-like posts will also be a regular part of the menu so stay tuned and enjoy.

About

This blog was created to share bite sized bits of information picked up in the field by Oracle's team of solution consultants and engineers.Bon appetite! Locations of visitors to this page

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